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IBM
IBM

Overview Fund Activity

1,921 hedge funds and large institutions have $79.6B invested in IBM in 2018 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 728 increasing their positions, 830 reducing their positions, and 91 closing their positions.

Holders
1,921
Holders Change
-22
Holders Change %
-1.13%
% of All Funds
43.99%
Holding in Top 10
65
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.49%
New
88
Increased
728
Reduced
830
Closed
91
Calls
$2.29B
Puts
$2.31B
Net Calls
-$26M
Net Calls Change
+$542M

Top Buyers

1
State Street
1
State Street
Massachusetts
$8.03B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$10.6B
3
Capital World Investors
3
Capital World Investors
California
$597M
4
Morgan Stanley
4
Morgan Stanley
New York
$2.05B
5
AAMU
5
Amundi Asset Management US
Massachusetts
$449M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$2.41M
2
Mitsubishi UFJ Trust & Banking
2
Mitsubishi UFJ Trust & Banking
Japan
$113M
3
Goldman Sachs
3
Goldman Sachs
New York
$857M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$41.5M
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$43.8M
Name Market Value Shares Shares
Change 		Shares
Change %
ACA
1901
Atlas Capital Advisors
Wyoming
$9.35K 61 -68 -53%
SCM
1902
Stumpf Capital Management
Arizona
$9K 60 – –
LGWM
1903
Litman Gregory Wealth Management
California
$8K 50 – –
TJHA
1904
Thomas J. Herzfeld Advisors
Florida
$8K 50 – –
IF
1905
Ironwood Financial
Arizona
$8K 50 +50 New
CA
1906
Crewe Advisors
Utah
$8K 55 +55 New
SQA
1907
Simon Quick Advisors
New Jersey
$5K 34 – –
CAM
1908
ClariVest Asset Management
California
$5K 35 – –
ACM
1909
Advent Capital Management
New York
$5K 36 +36 New
LFG
1910
LifePlan Financial Group
Ohio
$4K 28 – –
PI
1911
Parkside Investments
Illinois
$4K 30 +30 New
WAS
1912
Winch Advisory Services
Wisconsin
$2K 12 – –
CF
1913
Centaurus Financial
California
$1.41K 9 -8,764 -100%
WKWM
1914
Walter & Keenan Wealth Management
Indiana
$1.29K 8,506 +1 +0%
Capstone Investment Advisors
1915
Capstone Investment Advisors
New York
$1K 6 -14,758 -100%
FMP
1916
Financial Management Professionals
Texas
$1K 4 – –
GTAM
1917
Global Trust Asset Management
Florida
$1K 5 – –
NR
1918
Newfound Research
Massachusetts
$1K 6 +1 +20%
WAS
1919
WESPAC Advisors SoCal
California
$1K 10 +10 New
FRA
1920
Front Row Advisors
California
$363 2,850 +50 +2%
IP
1921
Investment Partners
Ohio
$231 4,708 +10 +0.2%
AIIMS
1922
Analyst IMS Investment Management Services
Israel
$85 558 +558 New
Millennium Management
1923
Millennium Management
New York
– – -757,074 Closed
FFH
1924
Fairfax Financial Holdings
Ontario, Canada
– – -265,700 Closed
Susquehanna International Group
1925
Susquehanna International Group
Pennsylvania
– – -155,716 Closed
75 76
77
78 79